500+ integrations
Connect FortemFI to the tools your agency already uses.
FortemFI plugs directly into your existing banking, HR, payroll, and financial services providers — so your team can stop entering data manually and start making confident financial decisions automatically.
Connect your agency's banking accounts.
Link bank accounts to automatically track cash flow, flag unusual transactions, and give officers a clear picture of their day-to-day financial health — without manual data entry.
Sync personal and joint checking accounts from Chase to monitor balances, spending patterns, and savings progress in real time.
Available on all plans
Connect Bank of America accounts to surface savings opportunities and automatically categorize transactions for financial wellness tracking.
Available on all plans
Purpose-built for military and public sector employees — link your Navy Federal accounts for seamless balance and transaction sync.
Available on all plans
Connect USAA banking and investment accounts to bring your full financial picture into FortemFI's wellness dashboard.
Available on all plans
Sync your workforce data automatically.
Connect your HRIS platform to import employee rosters, job classifications, and benefits enrollment data — keeping your agency's FortemFI account accurate without any manual uploads.
Import employee records, compensation data, and benefits enrollment directly from Workday to power personalized financial wellness recommendations.
Available on Agency and Agency Pro plans
Sync workforce data from UKG Pro to keep employee profiles, tenure records, and benefit eligibility up to date across your agency.
Available on Agency and Agency Pro plans
Connect Dayforce to automatically pull HR and benefits data, reducing administrative overhead and ensuring accurate financial risk assessments.
Available on Agency and Agency Pro plans
Integrate SAP SuccessFactors to centralize employee compensation, role, and benefits data for real-time agency benchmarking.
Available on Agency Pro plan
Bring payroll data into your financial wellness platform.
Import payroll data to give officers an accurate view of their take-home pay, deductions, and retirement contributions — and let FortemFI identify opportunities to optimize their financial plan.
Connect ADP Workforce Now to automatically import payroll records, deductions, and pension contribution data for every employee.
Available on Agency and Agency Pro plans
Sync Paylocity payroll data to surface net pay trends, overtime patterns, and contribution history without any manual data entry.
Available on Agency and Agency Pro plans
Integrate Paycom to pull real-time payroll and benefits deduction data, giving officers a complete picture of what they earn and save.
Available on Agency and Agency Pro plans
Connect Paychex Flex to import payroll history and deduction schedules, enabling accurate retirement readiness projections for every officer.
Available on Agency and Agency Pro plans
Connect retirement and investment accounts.
Link pension administrators, deferred compensation plans, and investment accounts so FortemFI can model complete retirement scenarios — combining pension income, savings, and Social Security in one place.
Formerly ICMA-RC — the leading retirement plan provider for public sector employees. Connect MissionSquare to sync 457(b) and defined contribution account balances.
Available on all plans
Sync 401(k), 457, and 403(b) plan data from Empower to track contribution rates, account growth, and projected retirement income alongside pension estimates.
Available on all plans
Connect Fidelity investment and retirement accounts to consolidate savings data and model how supplemental investments affect long-term retirement readiness.
Available on all plans
Link Vanguard accounts to incorporate low-cost index fund investments into your officers' complete financial wellness picture.
Available on all plans
Less manual work. More confident decisions.
Every integration is designed to reduce data entry, improve accuracy, and give officers and administrators the real-time financial visibility they need.
Automatic data sync
Integrations update continuously so your agency's financial data is always current — no CSV uploads, no manual reconciliation, no stale numbers.
Smarter AI recommendations
The more data FortemFI can access, the more precise the AI-generated savings plans, retirement projections, and financial risk assessments become for each officer.
Bank-grade security
All integrations use read-only OAuth connections with 256-bit encryption. FortemFI never stores raw credentials and access can be revoked at any time.
One-click setup
Most integrations activate in minutes with no engineering required. Agency administrators can connect, configure, and manage all integrations from a single dashboard.
Unified reporting
Aggregate data across banking, payroll, HR, and retirement accounts into a single reporting view — so agency leaders can benchmark financial health without switching between tools.
Request any integration
Don't see your provider? Submit a request and our team will prioritize it. Agency Pro customers receive dedicated support for custom integration builds.
Ready to connect your agency's tools?
Get started in minutes. Connect your HR, payroll, and financial services providers and give your officers a complete financial wellness picture — automatically.